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Financial Advice on Demand

Access expert financial guidance whenever your employees need it. From retirement planning to investments, our advisors provide tailored advice to help you achieve their financial goals.

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Comprehensive Financial Advisory Services

Our Financial Advice on Demand service offers employees direct access to professional financial advisors for personalised guidance on a variety of topics.

Corporate Financial Services

Savings & Investments

Building wealth through savings and investments requires strategic planning. Our advisors provide personalised advice on setting financial goals, choosing investment vehicles, and balancing risk and return. Whether you’re looking to grow your savings or invest in stocks, bonds, or other assets, we help you create a robust financial plan.
Corporate Financial Services

Retirement Planning

Planning for retirement is a complex process that requires careful consideration and expert advice. Our advisors help employees navigate pension schemes, maximise their contributions, and select appropriate investment options. We also offer guidance on tax-efficient strategies and income drawdown plans to ensure a comfortable and financially secure retirement.
Corporate Financial Services

Financial Protection

Ensuring financial stability in the face of life’s uncertainties is crucial. Our advisors offer guidance on protecting your income and assets through tailored solutions such as life insurance, income protection, and critical illness cover. We help you identify potential risks and select the right products to safeguard your financial well-being and provide peace of mind for you and your family.
Corporate Financial Services

Mortgages

Navigating the mortgage market can be daunting. Our advisors provide expert guidance on finding the right mortgage product, understanding your borrowing capacity, and managing repayments. Whether you’re a first-time buyer or looking to remortgage, we help you secure the best deal and structure your mortgage to suit your financial goals.
Corporate Financial Services

Cash flow Modelling

Understanding your financial future is key to making informed decisions. Our cash flow modelling service provides a comprehensive view of your financial position, helping you forecast income, expenses, and savings over time. This tool is invaluable for planning major life events, such as retirement, buying property, or funding education.
Corporate Financial Services

Inheritance Planning

Passing on wealth to the next generation can be complex and emotionally challenging. Our inheritance planning service helps you navigate tax laws, set up trusts, and create a plan that reflects your wishes. We ensure that your assets are distributed according to your preferences, while minimising tax liabilities and complications for your beneficiaries.

Whether it’s planning for retirement, managing investments, or navigating inheritance issues, we provide the support your team needs to make informed financial decisions and secure their future.

Key Benefits of Choosing SYS Financial for Financial Advice on Demand

Personalised Guidance

Tailored advice based on your unique financial situation and goals, ensuring you receive relevant and actionable insights.

Expert Advisors

Our experienced team is equipped to handle complex financial queries, offering clear, practical advice that empowers you to make informed decisions.

Proactive Planning

We help you anticipate future financial needs and opportunities, ensuring long-term security and growth.

Comprehensive Support

From financial protection to retirement planning, we cover all aspects of your financial well-being, providing a holistic approach to wealth management.

Flexibility & Accessibility

Schedule consultations at your convenience, accessing expert advice when you need it most, through in-person or virtual meetings.

“SYS Financial’s on-demand advice service has been a game-changer. Their knowledgeable advisors provided clear, actionable guidance on everything from retirement planning to investments, helping us feel confident and secure in our financial future.”

Finance Director

Large Organisation

Frequently Asked Questions: Financial Advice on Demand in Ireland

About Us

About SYS Financial

SYS Financial is a leading provider of financial services for employers, private wealth clients, and individuals. Established in 2015, we now serve 8,500 clients, manage over €500 million in assets, and operate from five offices across Ireland.

Our team of more than 30 highly qualified professionals delivers unbiased financial advice and expert solutions to meet the unique needs of businesses and consumers alike. We are fully regulated by the Central Bank of Ireland.

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Questions?

Ready to take control of your financial future? Contact us today to schedule a consultation and discover how our expert advice can help you achieve your goals.

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